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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,890 | $62,583-1.1% | $76,767-19.4% | $64,173-3.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 684.19% | -1.95%+686.1pp | 2.43%+681.8pp | 7.63%+676.6pp |
| Employer contribution / active EE | $4,928 | $1,832+169.0% | $2,485+98.3% | $2,381+107.0% |
| Participant deferral / active EE | $2,039 | $3,145-35.2% | $3,852-47.1% | $3,470-41.2% |
| Admin fee / account holder | $2 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |